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Is a Traditional (pre-tax) or a Roth (after-tax) retirement account right for you?

This tool compares the hypothetical results of investing in a Traditional (pre-tax) and a Roth (after-tax) retirement plan. Whether you participate in a 401(k), 403(b) or 457(b) program, this analysis will assist you in determining which option may be best for you based on your personal financial situation. Keep in mind that there may be other factors—not included in this analysis—to consider.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Calculator created by KJE Computer Solutions, LLC: